Lohr & Company · Charlottesville, VA
Wealth Management
Serves Charlottesville and Madison, Virginia
Personalized wealth management and investment strategies designed for retirement planning and long-term financial security.
About
Lohr & Company provides comprehensive wealth management services tailored to your unique risk tolerance, timeline, and financial objectives. With over 30 years of experience serving Central Virginia, their team builds custom retirement plans without pressure or confusion. They focus on informed decision-making, consistent communication, and multi-generational client relationships built on integrity and trust.
What's Included
Custom investment strategies aligned with your risk tolerance and financial timeline, actively managed and adjusted as needed.
Comprehensive retirement strategies including 401k management, income planning, and preparing for your post-work life adventures.
Instant answers to questions, regular check-ins, and accessible advisors who know you personally and are invested in your success.
Thoughtful tax planning integrated into your overall wealth management approach to maximize long-term growth.
Ideal For
Individuals and families planning for retirement, managing 401k assets, seeking generational wealth planning, or wanting a personal relationship with their financial advisor. Particularly suitable for those who value local accessibility and long-term partnership.
Consult First
Schedule an initial consultation to discuss your financial goals, timeline, and current situation. Lohr & Company takes time to understand your needs before recommending any strategies.
What is Wealth Management?
Wealth management is a comprehensive approach to managing your financial life that goes beyond simple investment advice. It involves creating a holistic strategy that encompasses portfolio management, retirement planning, tax considerations, estate planning, and risk management.
At Lohr & Company, wealth management means partnering with you to understand your complete financial picture—your goals, timeline, risk tolerance, and life circumstances—and then building a customized plan to help you achieve long-term financial security.
The Importance of Long-Term Planning
Effective wealth management requires thinking beyond immediate returns to focus on sustainable, long-term growth. This includes considering tax strategies, diversification, life insurance needs, and planning for major life transitions like retirement.
With over 30 years of experience, Lohr & Company helps clients navigate these complex decisions with clarity and confidence, adjusting strategies as life circumstances change while keeping long-term objectives in focus.
FAQ
How long has Lohr & Company been in business?
Lohr & Company has been serving clients as financial advisors since 1993, providing over 30 years of experience in financial planning and wealth management.
Where are Lohr & Company's offices located?
They have two office locations in Central Virginia: one in Charlottesville, VA and one in Madison, VA, making in-person meetings convenient for local clients.
What makes Lohr & Company different from larger firms?
Lohr & Company offers personalized service without the stress and confusion of bigger firms, providing instant answers to questions, no-pressure advice, and a custom-built approach tailored to your individual needs.
Do they work with families across generations?
Yes, Lohr & Company is a multi-generational practice with Greg Lohr's son Ethan taking on increasing responsibility, and they serve families over decades, including estate and generational wealth planning.